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CIK: 0002060663
Total reported value
$237.5M
$237.5M
70 檔
23.0%
At the close of Q4 2024, Tableaux LLC disclosed equity holdings valued at approximately $237.5M, spread across 70 reported holdings.
During Q4 2024, Tableaux LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, JCPB, AAPL) accounted for 23.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 21.34% | +0.55% | — | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 7.44% | -0.33% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.13% | -0.05% | — | |
| 4 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 5.57% | -0.01% | — | |
| 5 | IYW | Ishares Ustechnology ETF | ETF-Tech | 4.76% | +0.42% | — | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.61% | +0.11% | — | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.97% | -0.08% | — | |
| 8 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 3.82% | +0.38% | — | |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.52% | -0.24% | — | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.23% | -0.30% | — | |
| 11 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.02% | +0.12% | — | |
| 12 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.57% | +0.56% | — | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.92% | — | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.70% | — | — | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | -0.09% | — | |
| 16 | TD | Toronto-dominion Bank | Stock-Financials | 1.62% | +0.21% | — | |
| 17 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.55% | -0.08% | — | |
| 18 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 1.16% | -0.72% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | -0.16% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | +0.01% | — | |
| 21 | DIHP | Dimensional International Hi | ETF-Other | 0.85% | +0.06% | — | |
| 22 | GE | General Electric | Stock-Industrials | 0.83% | +0.07% | — | |
| 23 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.81% | +0.23% | — | |
| 24 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.75% | -0.16% | — | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.73% | -0.13% | — | |
| 26 | EPI | Wisdomtree India Earnings | ETF-Other | 0.66% | -0.81% | EXIT | |
| 27 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.58% | — | — | |
| 28 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.57% | -0.05% | — | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | +0.08% | NEW | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.25% | — | |
| 31 | DE | Deere & Co | Stock-Industrials | 0.52% | -0.01% | — | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.52% | +0.09% | — | |
| 33 | DFAI | Dimensional International Co | ETF-Other | 0.49% | — | — | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.48% | -0.28% | EXIT | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.45% | — | — | |
| 36 | ES | Eversource Energy | Stock-Utilities | 0.44% | -0.03% | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | -0.01% | — | |
| 38 | GEV | GE Vernova Inc | Stock-Industrials | 0.41% | +0.25% | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.04% | — | |
| 40 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.40% | — | — | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.02% | — | |
| 42 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.37% | +0.06% | — | |
| 43 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.35% | — | — | |
| 44 | ED | Consolidated Edison Inc | Stock-Utilities | 0.34% | -0.02% | — | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.34% | -0.05% | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.02% | — | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.32% | +0.01% | — | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.32% | -0.08% | — | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.28% | +0.02% | — | |
| 50 | DFIC | Dimensional International Co | ETF-Other | 0.27% | -0.01% | — |
According to official SEC Form 13F filings, Tableaux LLC reported a total U.S. public equity portfolio value of $237.5M across 70 disclosed positions in Q4 2024.
During Q4 2024, Tableaux LLC's top holdings by market value included SPYM (21.3%)、JCPB (7.4%)、AAPL (6.1%). The largest single position, SPYM, represented 21.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2024, Tableaux LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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